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- **Revenue Growth**: Telehealth revenue +18% YoY to $47.3M, adjusted EBITDA +30% to $2.9M. RexMD added 10,000 subscribers, stabilizing weight management.
- **Strategic Moves**: Sold WorkSimpli to focus on core business, strengthening balance sheet with $23.8M cash.
- **New Products**: Launched Wegovy at $199/2 doses, oral Wegovy expected Q1 2026 at $149/month. Expanded men's health with in-house compounding pharmacy.
- **2026 Outlook**: Scale women's and behavioral health, integrate LifeMD+ marketplace, and expand 503-A pharmacy to 50 states.
- **Financial Health**: Q3 2025 revenue $60.2M (+13% YoY), adjusted EBITDA $5.1M (+254% YoY). Q4 2025 guidance: $44-45M revenue, $3-4M EBITDA.
- **Key Trends**: 75% new patients on branded scripts, 33% CPA reduction with insurance enablement, FDA scrutiny of compounded GLP-1s.

**【CEO Summary Section】**
- **Revenue Growth**: Telehealth revenue increased 18% YoY to $47.3 million, with adjusted EBITDA up 30% to $2.9 million. RexMD added 10,000 net subscribers, stabilizing weight management and positioning for 2026 growth.
- **Strategic Divestiture**: Sold majority stake in WorkSimpli to focus on core telehealth and pharmacy business, strengthening balance sheet with $23.8 million cash and no debt.
- **New Product Launches**: Launched Wegovy and Ozempic at reduced prices ($199 for first 2 doses, $349/month), and announced oral Wegovy (FDA approval expected late 2025) with potential $149/month pricing. Expanded men's health with personalized ED medications and in-house compounding pharmacy.
- **2026 Priorities**: Scale women's and behavioral health businesses, integrate LifeMD+ membership and in-app marketplace, and expand compounding pharmacy to 50 states.

**【CFO Financial Commentary】**
- **Q3 2025 Results**: Consolidated revenue $60.2 million (+13% YoY), GAAP net loss $4.6 million, and adjusted EBITDA $5.1 million (+25% YoY). Gross margin 88%, down 290bps YoY due to revenue mix shift to lower-margin branded scripts.
- **2025 Guidance**: Full-year revenue $192-193 million (+24% YoY), adjusted EBITDA $13.5-14.5 million (+254% YoY). Q4 2025 revenue $44-45 million, adjusted EBITDA $3-4 million.
- **Liquidity**: Strongest balance sheet in company history with $23.8 million cash post-WorkSimpli sale.

**【Q&A Highlights】**
- **Insurance Impact**: Enabling insurance coverage reduced customer acquisition costs by 33%, with Medicare and commercial payer coverage expected to drive 2026 growth. 25% of new patients lack insurance for medications, creating long-term retention opportunity.
- **Product Mix**: Weight management >50% of revenue, with 75% new patients on branded scripts (vs. 50% Q2). Transitioning ED fulfillment to in-house pharmacy to reduce COGS and improve margins.
- **Regulatory Outlook**: FDA scrutiny of compounded GLP-1s could benefit branded scripts; oral Wegovy launch in early 2026 expected to drive demand with 15% weight loss in clinical trials.
- **503-A Pharmacy**: Licensed in 14 states, targeting 50-state coverage by mid-2026. Will enable personalized compounded therapies with superior margins compared to third-party partners.
- **Competitive Position**: Unique integration of telehealth, pharmacy, and insurance navigation; 130 million Americans eligible for GLP-1s, with LifeMD positioned as high-quality virtual care destination.

LifeMD, Inc. (LFMD) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

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Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

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Loss on Disposal of Assets

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Gain (Loss) on Change in Fair Value

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Net Income

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LFMD

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